Filed February 5, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT4+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $15,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,027 | $42,396+39.2% | $67,313-12.3% | $56,287+4.9% |
| Participation rate | 48.1% | 61.0%-12.8pp | 69.1%-20.9pp | 69.9%-21.7pp |
| Annual return | 0.59% | -36.63%+37.2pp | -4.08%+4.7pp | -9.96%+10.5pp |
| Employer contribution / active EE | $700 | $1,414-50.5% | $2,566-72.7% | $2,111-66.9% |
| Participant deferral / active EE | $1,912 | $2,360-18.9% | $3,568-46.4% | $3,350-42.9% |
| Admin fee / account holder | $184 | $510-63.8% | $4,507-95.9% | $521-64.6% |